Preparing for End of Year Tax Summaries (U.S. based Organizations)

This article is an overview containing direct links to all articles on the topic of Year-End tax summary creation inside of Kindful. 

Overview

Kindful offers a handful of ways to get your tax summaries completed, and below, you can find links to all of our articles. Please visit each article to learn more about how to best utilize this tool.

Linked Articles:

- Best Practices When Preparing Tax Summaries

- How to Send Tax Summaries Using Kindful's built-in Tool

- Tax Summaries Tool – FAQ

- Generating Year End Tax Summary Letters (for mailing)

- Send Letters to Just Contacts Who Have Given a Certain Amount

- VIDEO: Tax Summary Tool